Podcasts

What do self-driving cars, Jensen Huang, McDonald’s drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent…

In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest – some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia,…

In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends…

As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy.  Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…

As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions.   Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder…

As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon.   Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163…

Munro has been a big fan of Nvidia for a long time, and the investment team’s maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out.  So, now that Nvidia has reached that milestone, what does its future hold? Does the investment…

In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our Investment Analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q4 earning season.   FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…

Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia’s latest earnings results, its impact on the AI landscape and whether or not he thinks it’s a bubble.   FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…

In this episode, join CIO Nick Griffin as he recaps the key market trends, investment strategies, and economic events that shaped 2023. Nick also provides his thoughts on what the emerging trends will be for 2024 and how the Munro Funds are positioned for the new year.   FSG: Read it here The information provided by Munro…